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With Institutional Investor’s eBooks, you'll be able to access comprehensive coverage of specific financial sectors, such as capital markets, emerging markets and trading platforms. Each eBook offers multimedia features, an updated RSS Reader, relevant video segments, and the latest research and rankings releases.


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    Four Megatrends Driving Global Investment Opportunities

    To find above-average long-term returns in today’s markets, investors should pursue active allocation strategies that can capitalize on the key social, demographic and technological megatrends that are shaping the world.

    OFI Global Asset Management’s research team has identified four structural themes that are expected to drive the global investment climate for the next decade or longer:

    • Mass affluence – the rise of a middle class with discretionary income to purchase a wide range of consumer products and services.
    • Aging – a demographic trend that will increase demand for healthcare and lifestyle services.
    • New technology - a key driver of personal and business productivity in both developed and emerging markets.
    • Restructuring - major shifts in industries as well as company-specific changes that may help create new investment opportunities.

    In this Institutional Investor eBook, OFI Global’s George Evans--director of equities and manager of International Growth Strategy—explains how and why these megatrends will influence equities in developed and emerging markets, and how investors should respond with actively managed investment strategies.

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    Low Volatility Equities: Building Shaper Portfolios

    Why Higher Risk Does Not Always Bring Higher Return

    This INTECH Investment Management eBook shows how low volatility equity portfolios may deliver market-like returns for lower risk than their corresponding cap-weighted benchmarks. Volatility reduction is both possible and highly beneficial to today’s global equity investors.

    INTECH’s strategies show that, with dynamic risk reduction, managed volatility strategies may deliver excess return over the cap-weighted benchmark, while also lowering drawdowns in high-risk, high volatility market regimes. The conclusion is that a rigorous, rules-based approach to portfolio construction can give investors both the performance and risk reduction they seek, when and where they need it most.

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    Why Join the Movement Toward Outsourced Portfolio Management

    Operational Efficiency Drives Value for You and Your Clients

    By outsourcing portfolio management services, institutional investors, fund managers and family offices can focus on their core mission - creating value for their clients. Support functions can be handled by professionals with expertise in those areas, accelerating your ability to respond to client needs and market trends.

    This eBook looks at the key issues associated with outsourced portfolio management services.

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    Development Banking in Russia

    VEB, Russia's development bank, leads the way in financing the country's large infrastructure projects and small- and medium-sized business sector.

    Development banking, especially to support infrastructure projects, is one of the major growth areas of the Russian economy. The leading financial institution supporting this field for long-term finance is Vnesheconombank (VEB) - which today has a much larger mandate that its early role as an import-export financing bank.

    VEB is the only financial institution funded directly by Russia's federal government, Central Bank and National Wealth Fund - with a mission to promote the small- and medium-sized enterprise sector, along with major infrastructure programs. Its loan portfolio should reach almost 1.5 trillion rubles by the end of 2014.

    Internationally, VEB works with counterpart economic development banks, multilateral banks and some private investment funds to finance major projects and export initiatives.

    Institutional Investor is issuing an exclusive eBook which provides details about VEB's operations and global relationships, and includes video interviews with the bank's chairman, two deputy chairmen, and a management board member who discuss VEB's evolution as a key player in Russia's financial sector, and its growth plans.

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    An Absolute Return Strategy for Current Times

    Conventional wisdom for prudent investors has in some cases, led them to allocate a good portion of their portfolios to what they believe to be “safe and secure” fixed-income products. Now that successive crises in recent years have shown that even sovereign debt can be as volatile as any penny stock investment gamble, investors appear to be looking for new strategies that can bring some stability to the business of growing and protecting assets.

    The fixed-income sector appears to still offer attractive opportunities to investors who can implement an absolute return bond strategy that seeks to generate positive returns in any market conditions—even at a time when interest rates may be rising and the bond market may become agitated. This Institutional Investor eBook, drawing on the expertise of specialists at Pioneer Investments, addresses these issues over the following topics:
    • Turning Conventional Wisdom on Its Head: the rise of risk in the fixed-income sector
    • Addressing the Fixed-Income Challenge: time to consider a new investment approach
    • Choosing the Right Strategy: an absolute return approach offers potential benefits
    • Constructing the Appropriate Portfolio: combining core and alpha strategies
    • Enhancing Returns While Mitigating Risk: an absolute return strategy that may deliver results

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    KazMunaiGas Exploration and Production

    KazMunaiGas Exploration and Production (KMG EP) is one of the top three oil and gas producers in Kazakhstan, with about 15 percent of the country’s total hydrocarbons output. KMG EP has about 3 percent of Kazakhstan’s consolidated reserves, totaling about 1.5 billion of barrels of oil equivalent at the end of 2012. Oil production now is about 250,000 barrels per day.

    The company raised $2 billion with its IPO in 2006 and is the only Kazakh oil company listed on both the Kazakhstan Stock Exchange and the London Stock Exchange, with global depositary receipts. Dividends have increased every year since then, and reached a 10 percent annualized yield with the last declared dividend.

    In a new Institutional Investor eBook, Kazakhstan’s Oil & Gas Minister joins KMG EP’s CEO, Managing Director of Business Development and Acting CFO in discussing the company’s performance and ambitious growth plans in Kazakhstan and abroad—based on strong support from the government, high dividend yield and world-standard corporate governance practices.

    As part of this program, KMG EP is ready to invest $1 billion in new strategic assets in the short term, and intends to expand its ties with global institutional investors and foreign operational partners.

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    Why Commercial Real Estate Belongs in Retirement Plans

    As investors search for diversification, increased returns, inflation protection and downside protection, many are turning to alternative investments. Within this area, the commercial real estate market can offer compelling opportunities. Many investors gain exposure to the public market through publicly-traded companies such as Real Estate Investment Trusts (REITs), but increasingly they are also making direct investments in privately-held properties such as office buildings, industrial warehouses, apartments, hotels and retail centers. Often, they are deciding upon a blend of both.

    With new supply constrained and with the economy growing, Prudential Real Estate Investors believes that the prospects for commercial real estate are bright and that the public and private markets hold promise for institutional and retail investors alike.

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    Creating Shareholder Value With ESG Integration

    How can shareholders get more value by investing with a concern for environmental, social and government (ESG) metrics? Informed analysis of the impact of these issues on the performance of companies and their stock is at the core of strategies that are being continuously refined by researchers and investment officers at Calvert Investments, one of the pioneers in this field.

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    Reframing The Retirement Conversation

    Retirement issues are converging around a complicated set of problems: Workers who are not prepared financially to retire, pension sponsors whose plans are underfunded--and the perverse prospect that greater longevity is overshadowed by long-term risk and financial insecurity for many retirees.

    To address this challenge, Prudential Retirement is calling for an innovative approach to retirement planning that can put employees, plan sponsors and employers on a better course to "guaranteed income for life". The Prudential approach calls for a "prescriptive" model, rather than a do-it-yourself method for future retirees.

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    Emerging Markets: Unique Strategy, Unique Opportunity

    After a challenging year in emerging markets, positive global economic news is expected to contribute to positive growth. Investec Asset Management has developed its own strategy to navigate the global volatility.

Capital eBooks

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    Capital: eBook 1

    Commercial-Mortgage-Backed Securities Poised For Comeback; NYU Economists Find Way to Spot Systemic Risks; Asset-Based Lending Shifts to Owning; Weil Gotshal's Michael Aiello Advises on Soured Mergers; Institutional Investor Research and Rankings

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    Capital: eBook 2

    Man, GLG Merger Underscores Importance of Scale in Alternativse; Big Pension Fund TIAA-CREF Goes Green; Touting the Benefits of Electronic Medical Recordkeeping

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    Capital: eBook 3

    Investors Gravitate Toward Boutique Money managers; AgBank Liftoff

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    Capital: eBook 4

    Midsize Companies Rely on Pensions and Insurers for Funds; Looming Water Shortages Create Wave of 'Blue' Investing

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    Capital: eBook 5

    London Shipping Hedge Fund's Strategies Pay Off; There's No Shortage of Pitfalls Facing Plan Sponsors

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    Capital: eBook 6

    Basel III Critique Emerging; The Future of Small Hedge Funds

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    Capital: eBook 7

    While Economists Debate Inflation, Investors Seek Quality and Yield; Private Equity Firms Turn to Dividend Recaps to Bolster Liquidity

Cloud Computing For Asset Managers eBook

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    Cloud Computing For Asset Managers: eBook 1

    Speed of deployment, efficient use of resources, flexibility and scalability are among the key reasons hedge funds and alternative investment firms are turning to cloud-based technology solutions to support their day-to-day operations and financial applications. Not only do these solutions, which support varied funds and trading strategies, allow asset managers to focus on their core business, they also give firms a competitive edge by reducing costs and providing a highly resilient and secure platform for their operations. Management firms further benefit from this technology’s ability to deliver best practices in terms of security, business continuity, and disaster recovery.

    We invite you to download this ebook examining how cloud-based technology solutions can help your firm succeed by controlling operational costs while providing superior security and resiliency to your business.

Emerging Market Debt: Trends for the Next Decade eBook

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    Emerging Market Debt: Trends for the Next Decade

    Many institutional investors already have discovered the high-yield potential of emerging market debt, but this eBook gives new and specific insights into why sovereign and corporate debt from some emerging and frontier economies should be part of diversified global portfolios—and how to identify the best opportunities.

Frontier Markets eBooks

Global Yield and Income Strategies for Institutions eBook

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    Global Yield and Income Strategies for Institutions: eBook 1

    It’s not easy for institutional investors to find high yield and income in today’s low-rate financial environment. But there are strategies for increasing risk-adjusted returns for investors willing to look beyond the traditional asset classes on a global basis. Non-investment grade debt, emerging market debt and equities, real estate and infrastructure are among the asset classes with the potential to increase a portfolio’s performance, according to professionals from J. P. Morgan Asset Management.

Invest in Kazakhstan with DBK eBook

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    Invest in Kazakhstan with DBK: eBook 1

    Energy and mining have brought wealth to Kazakhstan in the past two decades; now the country is moving toward diversified development of manufacturing and other key economic sectors.

Macro Economic Drivers of Market Performance eBooks

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    Macro Economic Drivers of Market Performance: eBook 1

    Is the US Heading for Inflation, Recession? or Both?

    No matter what the macro economic data show, markets seem to be interpreting recent headlines—the US banking crisis, partisan wrangling over raising the debt ceiling, US debt downgrade by Standard & Poor's—as inevitably leading to a recession.

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    Macro Economic Drivers of Market Performance: eBook 2

    In the second installment of our eBook series, we examine 3 key issues underpinning good investment practices, including the respective benefits and limitations of independent and sell-side research, the ongoing pursuit of reasonable, risk-adjusted returns globally, and an analysis of the US industry sectors which offer the best investment potential for 2012.

MYANMAR: A New Frontier Market Opens to Foreign Investors eBook

Rethinking Diversification in the Defined Contribution Plan eBook

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    Rethinking Diversification in the Defined Contribution Plan: eBook 1

    Rethinking Diversification in the Defined Contribution Plan is our newest sponsored e-book. These educational insights are based upon interviews with Northern Trust experts, who explore best practices for plan sponsors and discuss strategies for plan diversification, reducing volatility and hedging inflation.

    Table of Contents
    What Sponsors Should Do about Plan Diversification
    Inflation-Protected Bonds
    The Role of Commodities
    Global Real Estate
    Summary & Recommendations

Taking Control of Fixed Income Portfolio Analysis eBook

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    Taking Control of Fixed Income Portfolio Analysis

    In today’s interconnected global financial markets, institutional investors, fund managers and family offices rely on sophisticated analytics and timely reporting to develop their fixed income strategies.

Trading Platforms eBooks

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    Trading Platforms: eBook 1

    Flash Crash Reveled a market Vulnerable to Cyberterrorists; Combining Audit and Trading Platforms Yield Benefits; Trading Uncertainty Remains in wake of Flash Crash

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    Trading Platforms: eBook 2

    Single-Dealer Platforms Make a Comeback...Again; Price Banding: Trading Damage Control; Prop Trading Goes Underground

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    Trading Platforms: eBook 3

    Exchange Merger Mania; Financial Reform Mandate Expands OTC Derivatives Clearing Market; Hedge Funds Are Taking a New Approach to Risk Assesment

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    Trading Platforms: eBook 4

    Mobile Phones Being Used for Trading in Emerging Markets; ISE's Longitude Back on Track; Fixed Income Market Moves Closer to an Exchange

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    Trading Platforms: eBook 5

    Risk Management Systems Are Red Hot; Latency? We've Got It Covered; Derivatives Growth and Regulations Spark Clearing Boom

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    Trading Platforms: eBook 6

    Economics Determine Pace Toward Electronic Trading; SRL Global's Portfolio Tracker Follows Multiple Managers; Asian Explosion

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    Trading Platforms: eBook 7

    Tackling Pre-Trade Risk at the Trading Platform; Orc Software Brings Trading Tools to Brazil Exchange; Keeping Trade Data at Pace in the HFT World

The Other Russian Economy eBooks